Our Member Service Representatives are the faces of theCredit Union, and the primary front-line contact for our members. The MSR'sprimary role is to assist members with their financial transactions andtelephone requests, responds to and resolves problems in a timely manner,creates relationships and establishes rapport with members while maintainingthe image and upholding the values of the Credit Union.
Hours: Part time: 22-29 hours per week. Shifts may vary between thehours of 8:00am-6:00pm Monday-Friday and 9:00am-12:00pm Saturdays. Thisrole will require 2-3 Saturdays a month.
Role: To assist members with their financial transactions. Thisincludes but not limited to cash and non-cash depository transactions andaccount administrative task and general member and account support.
Responsibilities: - Greets each member in a courteous and professional manner.
- Receives and processes member financial transactionsincluding deposits, withdrawals, loan payments, transfers, cashier's checks,money orders and cash advances.
- Accurately balance cash drawer and checks.
- Processes check orders, Instant Issue debit cards and VISAgift cards.
- Cross sells appropriate credit union products andservices.
- Verifies transactions, monitors deposit accounts, andexamines documents for proper endorsement and negotiability. Detects andresolves discrepancies promptly.
- Assist members with travel notes, completion of forms fordisputed and fraudulent transactions.
- Actively listen to account concerns to offer applicableresolution to the member and/or internal member.
- Open Certificates of Deposit for existing members.
- Close accounts as directed.
- Completes mandatory forms such as CTRs.
- Reports suspicious member activity to manager forcompletion of SARs.
- Performs a variety of miscellaneous tasks includingprocessing name and address changes, filing, scanning, computer input,verifying scanning and auditing new accounts.
- Answers phones and responds to member's requests,problems, and complaints in a courteous and professional manner. If applicable,directs them to an appropriate person or department for additional assistance.
- Perform all duties listed above and other related dutiesas assigned.
Knowledge and Skills: Experience: Up to six months of similar or relatedexperience.
Education: A high school education or GED.
Interpersonal Skills: Courtesy, tact, and diplomacy areessential elements of the job.
Work involves personal contact with others inside and/or outside theorganization, generally regarding routine matters for purposes of giving orobtaining information which may require some discussion.
Other Skills- Employees should have: - Excellent listening and communication skills
- Organization and attention to detail
- Ability to handle stress and work under pressure
- Member focus and ability to enjoy interactions with people
- Product and service knowledge
- Proficiency with computers, required software (includingfinancial programs and Microsoft Office) is required.
Physical Requirements: Orientation: This position primarily requires sitting andwalking.
Standing: the ability to stand for an extensive amount oftime.
Talking: The ability to express or exchange ideas by meansof spoken word to communicate information to members and coworkers.
Hearing/Listening: The ability to perceive and react tothe nature of sounds by ear.
Lifting: The ability to occasionally lift/lower objects ofbetween 10 and 25 pounds.
Work Environment: Works in a typical officeenvironment, Lighting and temperature levels will be moderate, and noise levelsare generally quiet.
As a SharePoint employee, you will receive: Generous PTO offerings
Paid holidays generally include New Year's Day, MLK Day, President's Day,Memorial Day, Independence Day, Columbus Day/Indigenous People's Day, Veteran'sDay, Thanksgiving Day, and Christmas Day, 401(k) with an employer match.
SHAREPOINT CREDIT UNION is an EEO employer -M/F/Vets/Disabled
SHAREPOINT CREDIT UNION is an EEO employer - M/F/Vets/Disabled